Corporate access Archive

May 28, 2020
Investor engagement in a Covid-19 world
With the first-quarter earnings season behind us, many of our clients are focused on investor meetings and marketing once again. To prepare for re-engagement, we are helping clients refresh their investment stories, develop investor targeting strategies that reflect the current environment and valuations, and deal with the shift to virtual investor meetings.  Whether your company had a strong growth story in early March and is now a value play or happens to be in a...
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May 28, 2020
Should corporate access be a designated job within the IR team?
Demand for direct engagement between firms and investors is on the rise. Amid structural changes on the sell side, accelerated by Mifid II, IROs are facing increased workloads. This is causing a shift in focus for recruiters working on some IR-related searches. ‘There has been an emphasis on corporate access [since the roll-out of Mifid II],’ says Debbie Nathan, director of IR and communications at Carter Murray, a global recruitment agency. ‘The broader chang...
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May 27, 2020
IR in the time of Covid-19: Event highlights
While IR is always put to the test during a crisis, the Covid-19 outbreak has ramped up the challenge. The huge uncertainties caused by the virus have left corporate forecasts in tatters, and lockdown measures have forced firms to jump into virtual engagement at the deep end. Amid this disruption, panelists at IR Magazine's virtual event shared strategies for maintaining consistent communications with inves...
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Mar 30, 2020
From trading venues to meeting venues: stock exchanges focus on corporate access
The corporate access industry is in flux. With the sell side facing disruption, companies are looking for new ways to get management in front of the right investors – and one group responding to this need is stock exchanges. Over the last few years, the world’s exchanges have bolstered the number of events, roadshows and IR tools they offer to the market. Of course, there’s nothing new in stock exchanges providing corporate access services. For decades, the wo...
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Mar 18, 2020
Buy-side corporate access leaders praise IR flexibility amid Covid-19 disruption
US corporate access co-ordinators on the buy side are not expecting in-person meetings to resume until mid-April at the earliest, as the industry strives to understand the effects of Covid-19. The demand for corporate access remains the same, with banks moving their conferences to a virtual format, and issuers and investors initiating direct contact. The earliest that in-person meetings could resume is mid-April, according to one corporate access professional at a l...
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Mar 16, 2020
Investors avoid conferences but remain open to meetings amid Covid-19 spread
Most European investors have stopped attending conferences but a significant number remain open to meetings despite the rapid spread of coronavirus, according to research by Phoenix-IR, a corporate access firm. The survey, which polled the views of European institutional investors between March 11 and March 12, finds that 76 percent of respondents say they are no longer attending investment conferences. But while Europe is now considered the epicenter of the ...
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Feb 04, 2020
Inside IBM’s year-round engagement efforts
For IBM, shareholder engagement is nothing new. Evan Barth, senior counsel at the company, says that when he joined IBM in 2008, there was already a robust proxy season engagement plan in place – long before the term ‘shareholder engagement’ was mainstream. In March, once the proxy statement has been filed, IBM’s in-season engagement efforts kick in. In 2019 the firm engaged with more than 100 institutional investors, representing more than 70 percent of the...
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Jan 17, 2020
Four things we learned at the IR Magazine Forum – Greater China 2019
Coming to Hong Kong in December for the IR Magazine Forum – Greater China 2019 proved interesting. The city was in the middle of several months’ worth of civil protests but its capital markets have continued unimpeded since. The attitude of the 100-plus IROs who gathered that morning to discuss best practices and to network was one of business as usual, however. Recent macroeconomic pressures in the region, and a projected growth slowdown in mainland China, mean...
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